Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON 401K PLAN Tactical Asset Allocation Moderate | NA | 19.69% | 0.31% | 5.11% | 3.66% | 4.46% | 5.40% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAZON 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 19.69 | 0.31 | 5.11 | 3.66 | 4.46 | 5.40 | … | … | 0.43 | 7.36 | 3.80 | -13.27 | 14.91 | 13.09 | 1.65 | -2.31 | 13.29 | 4.72 | -5.46 | -0.15 | 15.61 | 4.90 | 0.74 | 5.57 | 15.06 | -0.41 | 10.97 | 14.16 | 1.23 | 13.07 | 15.43 | 8.32 | 8.13 |
| Sharpe Ratio | NA | 0.22 | -0.56 | 0.24 | 0.24 | NA | NA | … | … | 0.04 | 0.08 | -0.06 | -1.52 | 1.61 | 1.35 | 0.04 | -0.51 | 2.62 | 0.82 | -0.77 | -0.02 | 2.22 | 0.87 | 0.07 | 0.52 | 1.87 | -0.25 | 0.74 | 1.36 | -0.16 | 1.55 | 2.69 | 1.60 | 1.13 |
| Standard Deviation(%) | NA | 9.16 | 8.78 | 9.04 | 7.78 | NA | NA | … | … | 9.22 | 9.20 | 7.28 | 9.61 | 9.27 | 9.54 | 6.45 | 7.11 | 4.83 | 5.49 | 7.16 | 7.06 | 7.01 | 5.55 | 9.60 | 10.50 | 8.01 | 5.36 | 10.81 | 7.99 | 5.80 | 7.84 | 5.48 | 4.52 | 5.14 |
| Draw Down(%) | NA | 6.73 | 19.11 | 19.27 | 19.27 | NA | NA | … | … | 0.75 | 6.61 | 7.02 | 14.22 | 3.99 | 9.20 | 5.40 | 8.30 | 1.84 | 4.07 | 7.74 | 6.33 | 4.54 | 5.22 | 9.59 | 10.48 | 3.85 | 4.16 | 8.05 | 9.81 | 6.44 | 6.57 | 3.22 | 2.46 | 3.85 |
| Yield(%) | NA | 2.91 | 3.75 | 4.50 | 3.23 | NA | NA | … | … | NA | 0.85 | 2.63 | 5.37 | 2.01 | 7.67 | 4.02 | 2.28 | 0.33 | 2.80 | 1.68 | 2.49 | 2.96 | 4.11 | 2.20 | 4.13 | 5.11 | 3.72 | 5.24 | 4.32 | 2.95 | 3.07 | 3.02 | 6.53 | 8.15 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAZON 401K PLAN Tactical Asset Allocation Moderate |
-1.13%
Dec 2021 – Dec 2024 |
0.82%
Sep 2018 – Sep 2023 |
1.99%
Oct 2013 – Oct 2023 |
3.70%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAZON 401K PLAN Tactical Asset Allocation Moderate |
12.23%
Dec 2001 – Dec 2004 |
12.01%
Oct 2002 – Oct 2007 |
9.63%
Apr 2001 – Apr 2011 |
7.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart